Stephanie Keur is a financial advisor at MissionSquare Retirement with nine years of industry experience. She holds Series 65 and Series 66 credentials and has previously worked at Mutual of America Securities LLC, Mutual of America Life Insurance Company, Axa Advisors, and the Rochester Institute of Technology. Outside of advising, she has experience in writing consulting through Webster Writing Consulting. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and advisory services through its Guided Pathways program, leveraging investment advice from Morningstar Investment Management and supporting over 40,000 participants within a multi-team advisory structure.

Laura Parker is a financial advisor at Sage, Rutty & Co., Inc. in Rochester, NY, holding Series 63 and Series 65 licenses with 23 years of industry experience, all of which have been with her current firm since 2003. Outside of her advisory role, she is a silent partner in an auto wholesale and retail business. Sage, Rutty & Co., Inc. serves both individual and institutional clients, offering advisory, financial planning, and wrap-fee platforms, with approximately $3.9 billion in assets under management across a multi-advisor team. The firm provides comprehensive planning and portfolio management, utilizing multiple custodial relationships and program structures to meet diverse client needs.

Caroline Hill is a financial advisor at Sage, Rutty & Co., Inc. with 12 years of industry experience. She holds the Series 66 credential and previously worked at Brighton Securities before joining Sage, Rutty & Co., Inc. Hill serves on the Investment Committee for the YMCA of Greater Rochester. Sage, Rutty & Co., Inc. provides advisory, financial planning, and wrap-fee services to individual and institutional clients, including pension and profit-sharing plans. The firm manages approximately $3.9 billion in assets across 8,685 accounts and employs fundamental, technical, and cyclical analysis in portfolio management.

Thomas Le Roy is a financial advisor with Stratos Wealth Advisors LLC in Rochester, NY, holding Series 65 and Series 63 licenses and five years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Russell K Schwartzbeck. Stratos Wealth Advisors serves a diverse client base including individuals, trusts, retirement plans, nonprofits, corporations, and institutional clients, offering financial planning and portfolio management through customized advisor-managed programs and third-party platforms. The firm’s affiliation with SEI provides integrated access to subadvisory and custody services.

Pablo Gentile is a financial advisor at Alesco Advisors, LLC, An ESL Company, with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise and Principal Life Insurance Company. Alesco Advisors provides discretionary investment management and advisory services primarily to institutional clients and high net worth individuals. The firm emphasizes asset allocation tailored to client-specific factors and combines fundamental analysis with quantitative modeling, offering services that range from portfolio management to financial planning and consulting.

Eric Morris is a financial advisor at Alesco Advisors, LLC, An ESL Company, holding a Series 65 credential with four years of industry experience. His prior work includes roles at ESL Newco I, LLC, Nazareth College of Rochester, Syracuse University, and Brighton Central School District. Alesco Advisors provides discretionary investment management and advisory services primarily to institutional clients and high net worth individuals. The firm employs a mixed approach of index-based, systematic funds, and selected private investments, combining fundamental analysis with quantitative modeling to manage client portfolios.

Nicolas Spinelli is a financial advisor at Sage, Rutty & Co., Inc. with three years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and Lazard Asset Management. Outside of his advisory role, he is a co-owner and partner of Solstice Growth. Sage, Rutty & Co., Inc. serves both individual and institutional clients, including pension and profit-sharing plans, through advisory, financial planning, and wrap-fee platforms. The firm manages approximately $3.9 billion in regulatory assets and offers a range of program structures, custodial relationships, and both discretionary and non-discretionary portfolio management.

John Cairns is a financial advisor with Sage, Rutty & Co., Inc. in Rochester, NY, holding a Series 66 designation and two years of industry experience. Prior to joining Sage, Rutty, he worked with the Roman Catholic Diocese of Albany and the Society for the Protection and Care of Children. Outside of finance, he operated a food truck business for six years. Sage, Rutty & Co., Inc. serves individual and institutional clients, including pension and profit-sharing plans, offering advisory, financial planning, and wrap-fee platforms. The firm manages approximately $3.9 billion in assets across various accounts and employs fundamental, technical, and cyclical analysis to support both discretionary and non-discretionary portfolios.

Megan Konieczny is a financial advisor at ESL Newco I, LLC with one year of industry experience. She holds the Series 65 designation and previously worked at Alesco Advisors LLC and BNY Mellon. Megan's background also includes roles at Duquesne University, Invesco, Coopervision, and Cloud Docx. ESL NewCo I, LLC (operating as Alesco Advisors) provides investment management, financial planning, and consulting services primarily to institutions and high-net-worth individuals. The firm uses fundamental analysis and quantitative modeling to develop asset-allocation plans tailored to clients’ time horizons, risk tolerance, and tax considerations.

Jennifer Fox is a financial advisor at Sage, Rutty & Co., Inc. in Rochester, NY, with 14 years of industry experience. She holds a Series 66 designation and has been with Sage, Rutty & Co., Inc. since 2011. Sage, Rutty & Co., Inc. serves both individual and institutional clients, including pension and profit-sharing plans, offering advisory, financial planning, and wrap-fee platform services. The firm manages approximately $3.9 billion in regulatory assets and provides various program structures, comprehensive planning, and portfolio management through a team of 45 advisors.

Joshua Slish is a financial advisor with Sage, Rutty & Co., Inc. in Rochester, NY, holding a Series 66 credential and six years of industry experience. His prior roles include positions at Brighton Securities and Equitable Advisors. Sage, Rutty & Co., Inc. serves individual and institutional clients through advisory, financial planning, and wrap-fee platforms, managing approximately $3.9 billion in assets across 8,685 accounts. The firm offers comprehensive planning and portfolio management services, operating multiple custodial relationships and supporting both discretionary and non-discretionary account management.

Ellyn Schaefer is a Series 66-licensed financial advisor with Capital Analysts, based in Rochester, NY, and has 11 years of industry experience. She has previously worked at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. In addition to her advisory role, Schaefer is a CPA and owner of Baden Street Settlement of Rochester, where she provides accounting and tax services for a nonprofit organization. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management supported by an in-house investment management and research team, delivering customized investment solutions and advisory services.

Kim Nugent is a CFP® with 22 years of industry experience, currently serving at Sage Rutty & Co., Inc. since 2010. She holds Series 63 and Series 65 licenses and is based in Rochester, NY. Outside of her advisory role, she serves on the Board of Directors and Development Committee for Greater Rochester Habitat for Humanity. Sage Rutty & Co., Inc. serves both individual and institutional clients, offering financial planning and portfolio management through multiple program structures and custodial relationships. The firm manages approximately $3.9 billion in assets across 45 advisors and provides services ranging from comprehensive planning to qualified retirement plan support.

Roland Salmi is a financial advisor at Modern Wealth Management, LLC with four years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Lawley Retirement Advisors, LLC, Georgetown Lawley Group, LLC, and Digital Insurance d/b/a OneDigital. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including high net worth individuals, trusts, pension plans, and corporations. The firm employs a centralized portfolio management model supported by an Investment Committee and offers a range of services such as discretionary investment management, tax and estate planning, and ERISA plan consulting.

Nicholas Delgaizo is a financial advisor with Lifemark Securities Corp. in Rochester, NY, holding a Series 66 designation and eight years of industry experience. He has been with Lifemark since 2017 and also works as an independent insurance agent focusing on life insurance products. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and retirement plan sponsors, using suitability-driven advice and a range of managed account programs.

Robin Blackman is a financial advisor with Independent Financial Partners in Rochester, NY, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has worked with Independent Financial Partners since 2011 and previously spent a decade at LPL Financial. Blackman is also involved in non-variable insurance sales. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving tens of thousands of clients and is noted for its formal retirement-plan advisory and pension consulting capabilities.

Leah Granger is a CFP® professional with 16 years of industry experience, currently affiliated with Commonwealth Financial Network. She has held roles at Commonwealth since 2017 and is a co-owner of Oakwood Financial Services, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $210 billion in client assets. The firm offers a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custody and clearing services.

Jesse Leonardo is a financial advisor at Key Investment Services LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at M&T Bank, LPL Financial LLC, Fifth Third Securities, and Fifth Third Bank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and ongoing monitoring, while providing access to third-party discretionary managers and comprehensive supervisory oversight.

Eric Schmidt is a financial advisor at Wealth Enhancement Advisory Services, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial and WMG Partners LLC. Schmidt also provides administrative support to Wealth Enhancement Advisory Services. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Scott Mckay is a Certified Financial Planner (CFP®) with 23 years of industry experience, currently serving at Creative Planning since 2013. He holds the Series 66 designation and is based in Rochester, NY. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental investment and retirement plan services.